We have a decent amount of leads and contacts in SFDC without an email address that we want to prevent from syncing to Marketo. I'd suggested -- based on other threads -- about adjusting our sharing settings to lock down the the Marketo user in SFDC from being able to see anything without an '@' in the email field, but I'm getting pushback that we can't update our sharing settings.
Has anyone found any other solutions to keep SFDC from syncing specific types of records?
Hi Trask Rogers,
if would suggest you to apply few restrictions on the SFDC side. You can make sure to have email as mandatory field to create a lead and enable other validations as well such as should have @ and so.
This way the Lead will be created in the Marketo but not in Salesforce and can check via sync failure notifications.
Hope this helps
Hi, Also there is another option on Marketo where you can place a trigger to see if any leads comes to Marketo without email address, delete them using flow action. This is what we are doing in our system as second check. Also SFDC Sharing rule can help us in avoiding these leads to get in sync with SFDC.
Hi Kapil - any chance you can provide a little more detail on this? What is the 'trigger' for this campaign? Thank you!
Campaign trigger can be created with following criteria
Lead is created
Email Address is blank
SFDC Type is not Empty ( though you can check for every source of lead by excluding this filter. Include this if you want to remove only SFDC Leads w/o emails)
As this is triggered campaign, so every time lead comes in to Marketo without email address lead will be deleted. Existing leads need to be cleaned up and then trigger will keep track of all leads w/o email and clean them
You can create a field in SFDC called "Sync with Marketo" (type checkbox) and apply some workflows to set the value of this field depending on email addresses. Then you ask Support to filter the sync on the value of this field.
"Sync with Marketo mysteries" part 1
"Sync with Marketo mysteries" part 2